R Kahley

1. Community
2. SafeSend Suite - Feature Requests
3. Allow Clients to Turn Off Reminders

Maybe also the option at the same time to notify the firm if they no longer want to receive notifications because they've already had their return prepared elsewhere.

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• Created July 12, 2024 16:12
• 2 votes

1. Community
2. SafeSend Suite - General Discussion
3. Gather AI Best Practices

Admin monitor/download Gathers in our multi-office configuration. Each office has a primary admin who handles the retrievals, but all have access and receive notification emails. Clients are assign...

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• Created May 22, 2025 13:04
• 1 vote